Customizing MDF Labels and Terms

Administrators can customize MDF module labels and configure terms and conditions to align with organizational terminology, branding preferences, and legal requirements. Custom labels enable organizations to replace default MDF terminology with company-specific language while terms and conditions configuration ensures compliance with organizational policies and legal requirements across all MDF processes including request submission, campaign approval, and claims processing.

Requirements

To customize MDF labels and terms, users must be assigned a security role with the following permissions:

• Administrator System Role
• Access to Setup Home > Develop > Labels interface

Understanding MDF Label Customization

Custom Label Architecture

System-Wide Integration: MDF custom labels integrate throughout the portal interface wherever MDF functionality is referenced, including navigation menus, tab labels, request forms, campaign interfaces, and system messages for consistent organizational terminology.

Multi-Language Support: Custom labels can be configured with translation support through the Translation Studio for organizations operating in multiple languages and serving diverse global partner communities.

Label Components Structure

Short Description: Brief identifier for administrative reference and label management purposes within the development interface.

Unique API Name: It's a system identifier that maintains label functionality across MDF workflows, integrations, and system updates.

Value Field: Complete display text that appears to users throughout the MDF interface, supporting detailed organizational terminology and branding requirements.

Comments Field: Administrative notes documenting label usage, implementation rationale, and modification history for ongoing label management and organizational reference.

Accessing Custom Labels Configuration

Navigation to Labels Interface

1. Navigate to Setup Home page from the administrative interface
2. Click Develop to access development tools
3. Select Labels to open the custom labels management interface
4. Filter or search for MDF-related labels using label names or API references

Label Management Interface

Label List View: Administrative interface displays all custom labels with short descriptions, API names, values, and modification history for comprehensive label oversight.

Search and Filter Capabilities: Locate specific MDF labels using search functionality or filter by label categories to manage related terminology efficiently.

Creation and Editing Controls: Administrative controls for creating new labels, editing existing values, and managing label lifecycle across organizational requirements.

Configuring MDF Custom Labels

Core MDF Module Labels

Marketing Development Fund Header

1. Locate the MDF module header label in the custom labels interface
2. Modify the Value field to reflect organizational terminology (e.g., "Partner Marketing Fund", "Co-Marketing Program", "Marketing Investment Fund")
3. Update Comments field with implementation rationale and usage documentation
4. Click Save to apply changes across the MDF interface

Request Terminology Customization

1. Identify MDF request-related labels including "MDF Request", "Request Submission", and related terminology
2. Configure Value fields to match organizational language preferences
3. Ensure consistency between singular and plural forms across related labels
4. Document customization rationale in Comments fields for future reference

Campaign Management Labels

Campaign Type Labels

1. Access campaign-related custom labels through the labels interface
2. Customize campaign terminology to align with organizational marketing activity categories
3. Maintain consistency with broader organizational project management and marketing terminology

Workflow Status Customization

1. Configure status progression labels to reflect organizational approval workflows
2. Align status terminology with existing business processes and partner communication standards
3. Consider partner user experience when selecting intuitive and clear status descriptions
4. Test label changes with representative user groups before full implementation

Claims and Reimbursement Labels

Claims Processing Terminology

1. Customize expense claim-related labels including "Expense Claim", "Reimbursement Request", and related terminology
2. Align claims terminology with organizational financial processes and accounting standards
3. Configure reimbursement status labels to match internal payment workflows and partner expectations
4. Update claim deadline and processing labels for clarity and organizational consistency

Configuring MDF Terms and Conditions

MDF Terms and Conditions are configured entirely using Custom Labels.  Please refer to Custom Labels for more information.

Best Practices for MDF Customization

Strategic Label Planning

Organizational Alignment

• Select labels that align with existing organizational terminology and communication standards across marketing, partner management, and financial processes
• Ensure custom labels support broader branding initiatives and partner experience consistency
• Consider how labels integrate with other portal modules and organizational systems for comprehensive terminology alignment
• Coordinate with marketing, legal, and partner management teams to ensure appropriate language selection

User Experience Optimization

• Choose labels that are intuitive and easily understood by diverse partner communities with varying technical literacy levels
• Balance professional terminology with accessibility for international partners and different organizational sizes
• Test label effectiveness with representative partner groups before full implementation
• Consider regional variations in terminology and professional language preferences across global partner ecosystems

Implementation Strategy

Change Management Planning

• Communicate label changes to partners before implementation to prevent confusion and workflow disruption
• Provide context about customization rationale and how changes support improved program experience
• Develop training materials and communications that help partners adapt to new terminology
• Plan implementation timing to minimize impact on ongoing MDF requests and campaign processes

Documentation Consistency

• Update organizational documentation, training materials, and help resources to reflect custom labels consistently
• Ensure alignment between custom labels and related organizational communications including partner onboarding materials
• Coordinate with technical writing and partner enablement teams to maintain terminology consistency
• Establish procedures for ongoing documentation maintenance as labels evolve

Quality Assurance and Testing

Label Validation Process

• Test custom labels across different MDF workflows including request creation, campaign management, and claims processing
• Verify label consistency across partner portal and administrative interfaces
• Validate translation functionality for multi-language implementations
• Confirm proper label display across different devices and portal themes

User Acceptance Testing

• Conduct label testing with representative partner users to ensure clarity and professional appropriateness
• Gather feedback about label effectiveness and user experience impact
• Test label changes with internal teams to ensure administrative workflow consistency
• Validate terms and conditions presentation and acceptance processes

Integration with MDF Workflow

Request Creation Impact

Partner Experience Enhancement: Custom labels improve partner understanding and engagement by using familiar organizational terminology throughout request creation and campaign planning processes.

Professional Presentation: Customized terminology supports organizational branding and professional presentation that aligns with broader partner relationship management objectives.

Administrative Efficiency

Workflow Consistency: Custom labels ensure consistent terminology across partner-facing interfaces and administrative management tools for improved communication and reduced confusion.

Organizational Integration: Label customization supports integration with existing organizational systems, communication standards, and business processes for comprehensive program alignment.

Legal and Compliance Support

Terms Enforcement: Properly configured terms and conditions ensure consistent legal protection and partner agreement across all MDF activities including submission, approval, and reimbursement processes.

Audit Trail Maintenance: Custom labels and terms configuration supports comprehensive audit trails and compliance documentation for regulatory requirements and program oversight.

MDF label and terms customization provides essential branding and legal flexibility that enables organizations to align MDF functionality with organizational terminology, legal requirements, and partner experience expectations while maintaining system functionality and comprehensive program administration across the complete MDF workflow process.

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